ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 294 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $448,629 | +42.0% | 18,222 | +39.9% | 0.13% | +39.8% |
| Q3 2022 | $316,000 | -29.1% | 13,023 | -28.5% | 0.09% | -27.9% |
| Q2 2022 | $446,000 | -17.4% | 18,222 | -6.2% | 0.13% | -3.0% |
| Q1 2022 | $540,000 | -43.7% | 19,418 | -39.3% | 0.13% | -40.4% |
| Q4 2021 | $959,000 | +60.9% | 31,971 | +61.2% | 0.22% | +48.7% |
| Q3 2021 | $596,000 | +50.1% | 19,838 | +59.4% | 0.15% | +50.0% |
| Q2 2021 | $397,000 | -0.3% | 12,448 | -8.1% | 0.10% | -8.3% |
| Q1 2021 | $398,000 | -40.0% | 13,547 | -51.6% | 0.11% | -71.5% |
| Q4 2018 | $663,000 | +64.5% | 28,004 | +88.6% | 0.38% | +92.9% |
| Q3 2018 | $403,000 | – | 14,846 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sunbelt Securities, Inc. | 2,886,193 | $74,682,000 | 3.20% |
| Insight Wealth Partners, LLC | 95,866 | $2,151,000 | 2.80% |
| BHF RG Capital Inc. | 58,309 | $1,308,000 | 1.73% |
| CreativeOne Wealth, LLC | 367,721 | $8,252,000 | 1.58% |
| GeoWealth Management, LLC | 98,194 | $2,203,000 | 1.56% |
| CWM, LLC | 5,000,710 | $149,821,000 | 1.19% |
| Cardan Capital Partners, LLC | 257,762 | $5,784,000 | 0.96% |
| Foresight Wealth Management, LLC | 37,792 | $848,000 | 0.58% |
| Redhawk Wealth Advisors, Inc. | 46,333 | $1,040,000 | 0.47% |
| Advisory Resource Group | 19,510 | $438,000 | 0.34% |